IFP Advisors’s JPMorgan Income ETF JPIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
12,192
+7,758
+175% +$359K 0.02% 780
2025
Q1
$204K Sell
4,434
-1,321
-23% -$60.9K 0.01% 1167
2024
Q4
$263K Buy
5,755
+519
+10% +$23.7K 0.01% 1007
2024
Q3
$243K Buy
5,236
+426
+9% +$19.8K 0.01% 1000
2024
Q2
$219K Buy
4,810
+1,649
+52% +$75K 0.01% 1004
2024
Q1
$144K Buy
3,161
+798
+34% +$36.4K 0.01% 1147
2023
Q4
$108K Buy
2,363
+1,703
+258% +$77.7K 0.01% 1210
2023
Q3
$29.3K Hold
660
﹤0.01% 1776
2023
Q2
$29.8K Buy
+660
New +$29.8K ﹤0.01% 1835